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Patria Investments Ltd

PAX
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001825570

In the last 90 days, Patria Investments Ltd insiders filed 0 open-market purchases and 1 sale; 147 institutions reported holding it in 13F filings for Q2 2026, worth $557.0M in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in Patria Investments Ltd as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
54
−5 vs. Q2 2022
Shares held
50.0M
+211.9K (+0.4%) vs. Q2 2022
Total value
$652.8M
−$35.7M (−5.2%) vs. Q2 2022
New holders
10
22 more added
Sold out
15
13 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PAX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 54 institutions
Q1 2021: 63 institutionsQ2 2021: 51 institutionsQ3 2021: 51 institutionsQ4 2021: 53 institutionsQ1 2022: 52 institutionsQ2 2022: 59 institutionsQ3 2022: 54 institutionsQ4 2022: 61 institutionsQ1 2023: 69 institutionsQ2 2023: 90 institutionsQ3 2023: 95 institutionsQ4 2023: 107 institutionsQ1 2024: 121 institutionsQ2 2024: 122 institutionsQ3 2024: 127 institutionsQ4 2024: 135 institutionsQ1 2025: 141 institutionsQ2 2025: 146 institutionsQ3 2025: 150 institutionsQ4 2025: 156 institutionsQ1 2026: 162 institutionsQ2 2026: 147 institutions
Value heldQ3 2022: $652.8M
Q1 2021: $921.6MQ2 2021: $926.0MQ3 2021: $830.5MQ4 2021: $849.3MQ1 2022: $921.9MQ2 2022: $688.5MQ3 2022: $652.8MQ4 2022: $691.3MQ1 2023: $725.5MQ2 2023: $746.9MQ3 2023: $745.8MQ4 2023: $769.8MQ1 2024: $735.0MQ2 2024: $579.0MQ3 2024: $527.8MQ4 2024: $545.6MQ1 2025: $474.4MQ2 2025: $617.0MQ3 2025: $661.7MQ4 2025: $759.0MQ1 2026: $648.8MQ2 2026: $557.0M
Institutions holding PAX and their total value by quarter
QuarterHoldersValue
Q2 2026147$557.0M
Q1 2026162$648.8M
Q4 2025156$759.0M
Q3 2025150$661.7M
Q2 2025146$617.0M
Q1 2025141$474.4M
Q4 2024135$545.6M
Q3 2024127$527.8M
Q2 2024122$579.0M
Q1 2024121$735.0M
Q4 2023107$769.8M
Q3 202395$745.8M
Q2 202390$746.9M
Q1 202369$725.5M
Q4 202261$691.3M
Q3 202254$652.8M
Q2 202259$688.5M
Q1 202252$921.9M
Q4 202153$849.3M
Q3 202151$830.5M
Q2 202151$926.0M
Q1 202163$921.6M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Patria Investments Ltd; share changes are against Q2 2022.

Institutions holding PAX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors10,742,229$140.2M0.05%+970,649+9.9%Added
Wellington Management Group LLP7,538,138$98.4M0.02%+3,159,372+72.2%Added
FMR LLC5,424,750$70.8M0.01%+10.0%Added
Grandeur Peak Global Advisors, LLC3,908,665$51.0M3.13%+201,747+5.4%Added
Adage Capital Partners GP, L.L.C.2,763,820$36.1M0.09%+164,576+6.3%Added
Capital International Investors2,340,908$30.5M0.01%+76,300+3.4%Added
Samlyn Capital, LLC2,121,395$27.7M0.53%+466,422+28.2%Added
FIL Ltd1,539,641$20.1M0.03%−46,862−3.0%Reduced
Pertento Partners LLP1,525,151$19.9M8.06%+90,035+6.3%Added
American Century Companies Inc1,457,417$19.0M0.02%+58,363+4.2%Added
Janus Henderson Group PLC1,456,322$19.0M0.01%−3,914−0.3%Reduced
TimesSquare Capital Management, LLC1,277,718$16.7M0.23%+317,618+33.1%Added
William Blair Investment Management, LLC1,195,965$15.6M0.06%−31,031−2.5%Reduced
Capital International Inc1,185,330$15.5M0.35%00.0%Unchanged
Millennium Management LLC1,078,382$14.1M0.02%+370,749+52.4%Added
One Fin Capital Management LP600,000$7.83M3.03%+600,000New
Invesco Ltd.497,273$6.49M0.00%+33,048+7.1%Added
JPMorgan Chase & Co329,117$4.29M0.00%+29,117+9.7%Added
SPX Equities Gestao de Recursos Ltda300,535$3.92M0.39%+300,535New
Mondrian Investment Partners LTD278,281$3.63M0.09%+2,174+0.8%Added
Caas Capital Management LP271,222$3.54M0.46%+271,222New
Price T Rowe Associates Inc253,956$3.31M0.00%00.0%Unchanged
Renaissance Technologies LLC197,400$2.58M0.00%−1,800−0.9%Reduced
Brookfield Asset Management Inc.159,839$2.09M0.01%+159,839New
Capital International Sarl155,976$2.04M0.16%00.0%Unchanged
SEI Investments Co147,165$1.92M0.00%+5,403+3.8%Added
Element Capital Management LLC135,910$1.77M0.85%+135,910New
Skandinaviska Enskilda Banken AB (publ)126,617$1.65M0.01%+106,800+538.9%Added
Wellington Shields Capital Management, LLC123,460$1.61M0.38%00.0%Unchanged
Coronation Fund Managers Ltd.120,986$1.58M0.08%+120,986New
Wellington Shields & Co., LLC89,800$1.17M0.51%−6,500−6.7%Reduced
Madison Wealth Management86,380$1.13M0.28%00.0%Unchanged
Morgan Stanley85,547$1.12M0.00%+10,336+13.7%Added
Wells Fargo & Company84,635$1.10M0.00%+2,190+2.7%Added
LMR Partners LLP69,429$906.0K0.02%00.0%Unchanged
Federated Hermes, Inc.60,000$783.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP45,570$595.0K0.01%−20,932−31.5%Reduced
UBS Group AG35,693$466.0K0.00%+13,693+62.2%Added
Daiwa Securities Group Inc.34,025$444.0K0.00%+10,329+43.6%Added
Geode Capital Management, LLC31,353$409.0K0.00%+2,105+7.2%Added
Monashee Investment Management LLC30,000$392.0K0.15%+30,000New
Beck Mack & Oliver LLC26,600$347.0K0.01%−99,019−78.8%Reduced
Alps Advisors Inc23,195$303.0K0.00%+23,195New
Susquehanna International Group, LLP21,091$275.0K0.00%−6,704−24.1%Reduced
Two Sigma Advisers, LP18,500$241.0K0.00%−400−2.1%Reduced
PDT Partners, LLC16,023$209.0K0.03%+16,023New
US Bancorp3,000$39.0K0.00%00.0%Unchanged
Royal Bank of Canada3,001$39.0K0.00%+1,001+50.1%Added
Sandia Investment Management LP2,500$33.0K0.00%+2,500New
Simplex Trading, LLC2,295$29.0K0.00%−9,225−80.1%Reduced
Tower Research Capital LLC (TRC)1,309$17.0K0.00%−3,676−73.7%Reduced
Group One Trading, L.P.800$10.0K0.00%−400−33.3%Reduced
Bank of America Corp400$5.00K0.00%−100−20.0%Reduced
IFP Advisors, Inc5––00.0%Unchanged
Blackstone Group Inc.0$00.00%−6,544,619−100.0%Sold out
Ci Investments Inc.0$00.00%−156,837−100.0%Sold out
HRT Financial LP0$00.00%−130,452−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−125,400−100.0%Sold out
Citadel Advisors LLC0$00.00%−84,451−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−69,927−100.0%Sold out
Stifel Financial Corp0$00.00%−60,500−100.0%Sold out
Raymond James & Associates0$00.00%−42,855−100.0%Sold out
Engineers Gate Manager LP0$00.00%−38,735−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−16,678−100.0%Sold out
Squarepoint Ops LLC0$00.00%−15,571−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−11,523−100.0%Sold out
Castleview Partners, LLC0$00.00%−8,713−100.0%Sold out
State of Wyoming0$00.00%−3,472−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−90−100.0%Sold out